Industry: Accounting, Finance & Insurance•
5 - 7 years
Posted 38 days ago
The Data Reporting Specialist supports market leadership in understanding and promoting customer centrality, customer engagement, and financial/team performance. The Data Reporting Specialist gathers and integrates data, performs analysis, interprets results, and develops actionable insights and recommendations for use across the market and Consumer Business Banking.
-Acquire data from multiple sources to perform analysis to drive centrality, customer obsession, and revenue generating initiatives.
-Identify, analyze and interpret internal/external market trends and patterns to provide answers to business questions as well as provide recommendations to enhance customer obsession, revenue generation, and agility.
-Interpret data and analyze results to create visibility and transparency across market activities. -As example i) Create variability reporting to drive branch engagement/sales, ii) Synthesize frontline activity and customer engagement, iii) Consolidate a view of the market ecosystem across Branch, Business Banking, Mortgage, Wealth, Payments, and other groups
-Present data and analysis in a clear and concise manner allowing the audience to quickly understand insights and recommendations to make data driven decisions.
-Collaborate with various partners to provide a holistic view of analysis for the designated market.
-Measure and monitor results of applied recommendations and present adjustments to Consumer Business Banking (CBB) Administrative Manager.
-Coordinate with CBB Administrative Manager to ensure all data acquisition, sharing and results of applied recommendations are compliant with company standards.
-Help to support customer obsession, revenue generating initiatives, and agility approaches by providing suggestion on development and use of prospecting intelligence, data management and analytics capabilities.
-Build strong liaisons and collaborate with internal data analytics groups.
-Assist, when appropriate, in the design and implementation of Business Development activities and projects with a focus on better targeting market opportunity.
-Actively participate in any required corporate and business line training.
-Other duties as assigned which could potentially support the Market or Region.
- Bachelor's degree, or equivalent work experience
- Four to five years of data analysis experience
-Bachelor's Degree in a quantitative field such as economics, econometrics, computer science, engineering or applied mathematics.
-Strong analytic skills with the ability to extract, collect, organize, analyze and interpret trends or patterns in complex data sets.
-Experience with analytics, and statistics.
-Experience in advanced Excel for querying data and for data manipulation/transformation.
-Demonstrated project management skills.
-Excellent verbal and written communication skills.